Getting Started with Free Agent

How to sync with FreeAgent

Make a Connex account and pair a selling channel. On the next step, choose the other tab. Pair FreeAgent.

We sync orders and payments from Connex to FreeAgent. If you need other touch points, please contact us.

Please contact us before adding this integration. Please send us a flat file of your chart of accounts.

In your price list, add these items:

We do not create products at this time. Please make sure all of your products from your selling channel exist in FreeAgent.

Here is a mapping:

Here is a diagram:

FreeAgent	Connex
Invoice Number	Order Number
Billing Address	Billing Address
Shipping Address	Shipping Address
Phone	Phone
Email	Email
Reference Number	Usually order number
Date	Order Date
Due Date	Based on terms. If you ask Connex to map NET 30, then it's 30 days from the creation date.
Total	Order Total
Balance	Balance
Payments	Payments
Line Items	Line Items. We map product SKU from your selling channel to the FreeAgent code field. Line item description is your product name.
Currency Code	Currency Code
Comments	Notes
Tax/VAT	Tax